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Summit Advisory Group LLC

Finance · Portland, Oregon

FinancialFinance
Portland, Oregon, United States29 employees$1.5M revenue

Products & Services

FinancialFinanceFinancial Services

About Summit Advisory Group LLC

Summit Advisory Group LLC is listed as a company operating in Financial Services, employing 21-50 people, reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice and based in Portland, Oregon, United States.

Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Summit Advisory Group LLC is one of 26,703 Financial companies listed in Oregon.

Business Contact Information

Address
4207 SE Woodstock Blvd, Portland, Oregon, 97206, United States

Industry & Classification

Industry
Financial
Sector
Finance
Segment
Financial Services
IndustryFinancialFinanceFinancial Services

NAICS Codes

  • 52Finance and Insurance
  • 5239Other Financial Investment Activities
  • 523940Portfolio Management and Investment Advice

SIC Codes

  • 62Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 628Services Allied With The Exchange Of Securities
  • 6282Investment Advice

Company Details

Employees
29 (21-50)
Annual Revenue
$1.5M ($1M-$5M)

Summit Advisory Group LLC: frequently asked questions

What does Summit Advisory Group LLC do?

Summit Advisory Group LLC is listed as a company operating in Financial Services, employing 21-50 people, reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice and based in Portland, Oregon, United States.

Where is Summit Advisory Group LLC located?

Summit Advisory Group LLC is headquartered at 4207 SE Woodstock Blvd, Portland, Oregon, 97206, United States.

How many employees does Summit Advisory Group LLC have?

Summit Advisory Group LLC has about 29 employees (the 21-50 range).

What is Summit Advisory Group LLC's annual revenue?

Summit Advisory Group LLC's annual revenue is estimated at $1.5M (the $1M-$5M range).

What industry is Summit Advisory Group LLC in?

Summit Advisory Group LLC is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).

What companies are similar to Summit Advisory Group LLC?

Other large financial companies in Oregon include Obvius, The Fleck Group, Cambia Health Solutions Inc and Regence.

Largest financial companies in Oregon

Largest financial companies

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